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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Buczek is a financial advisor with SPC. Jeffrey has been in the industry since August 1999. Jeffrey's office is in Rutherford, New Jersey. Jeffrey is a licensed Investment Advisor Representative, with Series 63, 65, 7, 25, 55, 57 and SIE licenses. Jeffrey has worked for several firms, including Royal Alliance Associates, Inc. in Lincroft, New Jersey and Raymond James & Associates, Inc. in New York, New York. Jeffrey is registered in Delaware, Georgia, New Jersey, Pennsylvania and South Carolina. Jeffrey specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Jeffrey also provides consultation services and selection of other advisors. Jeffrey has a high number of clients in the categories of high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
NJ
01/15/2009 - Present
SPC (RUTHERFORD NJ)
NJ
01/04/2008 - 09/19/2008
ROYAL ALLIANCE ASSOCIATES, INC. (LINCROFT NJ)
NY
01/18/2001 - 03/27/2007
RAYMOND JAMES & ASSOCIATES, INC. (NEW YORK NY)
NJ
06/02/1998 - 11/29/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 01/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1999
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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